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Waverly Advisors’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Waverly Advisors’s Portfolio NZF Stock Details NZF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$279K Buy
22,892
+4,677
+26% +$59K ﹤0.01% 1334
2025
Q4 		$229K Buy
+18,215
New +$229K ﹤0.01% 1336

Other funds holding NZF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Waverly Advisors's NZF Position: Q1 2026 in Review

Waverly Advisors increased its Nuveen Municipal Credit Income Fund (NZF) stake by 26% in Q1 2026, buying an estimated $59K and bringing the position to 22,892 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Waverly Advisors first reported a position in NZF in Q4 2025 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold NZF as of Q1 2026.

  • Waverly Advisors held 22,892 shares of Nuveen Municipal Credit Income Fund worth $279K as of Q1 2026.
  • Waverly Advisors bought 4,677 Nuveen Municipal Credit Income Fund shares in Q1 2026, an estimated $59K.
  • Nuveen Municipal Credit Income Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1334 holding.
  • Waverly Advisors first reported a position in Nuveen Municipal Credit Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 232 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.